Step 2: Define Skills and Tasks
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In this step, you will define what your Agent Copilot can do by configuring Tasks and Skills. Tasks are collections of actions your Copilot performs in specific scenarios, while skills are the building blocks of those tasks—essentially, individual micro-capabilities like fetching data or processing text.
Click the ‘View’ button inside Step 2 and start defining tasks, then proceed to create or manage the required skills.
Create a Task
Tasks define the context-specific actions your Copilot will perform. You can create a task from scratch or use existing templates. This section walks you through creating a task manually.
Follow these steps to create a Task from scratch:
On the Tasks Manager screen, click the Add Task button in the top-right corner. The New Task screen opens.
In the Task Description section, fill in the following fields:
Name: Enter a descriptive name for the task.
Task Category: Specify a category to help organize tasks.
Description: Provide a summary of the task's purpose.
Proactive Mode: Enable this option to make this task proactive. The entire proactive setup will require further configuration depending on the use case.
3. In the Define Task section, click Add Prompt to define how the Copilot should execute the task.
You can select an existing prompt from Saved Prompts or the Custom Library or create a new one.
4. To create a custom prompt:
Click Create Prompt.
In the New Prompt section, enter the following:
Name: Give your prompt a recognizable name.
Prompt: Define the action in natural language and use @ to reference relevant skills.
Save in Library (Optional): Select this checkbox to make the prompt available for future reuse.
Click Save to save the prompt.
5. You can add multiple prompts by selecting Add Prompt again.
6. After configuring the task description and prompts, click Save to finalize the task.
Note: Prompts guide how the Copilot responds or acts. Including precise instructions and relevant skills improves the accuracy of task execution.
Add or Manage Skills
Skills are reusable micro-actions that power your Copilot's capabilities. Each skill can be used independently or combined within tasks to create complex workflows.
To add a new skill:
On the Tasks Manager screen, click View Skills under the Skills section. The Skills Manager screen opens.
Click Add Skill in the top-right corner.
From the Category dropdown, choose the appropriate category for the skill you want to create. Available categories include:
Macro
Update Properties
Composite
API
FAQ
Tip: Choose the category based on what the skill is intended to do. For example, select API if the skill needs to fetch or send data via an external API.
After creating skills, you can reference them in prompts using the @ symbol during task configuration.
By defining well-structured tasks and granular skills, you empower your Agent Copilot to handle a variety of complex customer interactions with speed and accuracy.
Next Steps